Group 1 - Nvidia's stock has experienced a slight decline but remains above a critical level, with plans to begin shipping its H200 China chip in mid-February using existing stock [5] - The company intends to resume production of the H200 chip, with new orders anticipated in the second quarter of 2026 [5] - The performance of AI stocks is closely tied to OpenAI's success, which significantly influences market movements [6] Group 2 - The stock market is currently seeing a downturn, with the Dow Jones falling from record highs, while Nvidia and Tesla are under scrutiny [10] - Palantir and Nvidia are highlighted as leading stocks that are nearing buy points as the year comes to a close [10] - The market is experiencing volatility, with profit-taking expected in quantum computing stocks amid a roller coaster year [8]

以下文章来源于科创板日报 ，作者黄心怡 《科创板日报》注意到， 此次交易涉及到多家上市公司 。电连技术曾公告，公司参与投资的建广广连持有21.17%飞特控股股权，飞特控股通 过英国全资孙公司FTDI Holding Limited持有FTDI 80.2%的股权。华鹏飞则持有建广广鹏43.29%权益份额，建广广鹏持有飞特控股9.76%股 权。 对于英国政府强制出售的行政命令，中资企业曾于2024年12月提起司法复核，并申请了临时救济或暂停最终命令的效力。但英国高等法院在 2025年2月驳回了该申请。 科创板日报 . 专注科创板和科技创新，上海报业集团主管主办，界面财联社出品。 本月月底，中国建广资产管理有限公司（简称"建广资产"）持股的英国USB桥接芯片设计公司FTDI，将被强制出售。 2021年12月，中国半导体投资机构建广资产以4.14亿美元完成对英国芯片设计企业FTD I80.2%股权的收购，被视为中资在高端模拟芯片领域 一次战略性布局。 然而不到三年，这一交易却遭遇挫折。2024年11月5日，英国政府突然依据《2021年国家安全与投资法》（NISA）中的"回溯审查"条款，对这 项收购发起追溯审查，并发布 ...

Industry Overview - The Artificial Intelligence arms race is entering a decisive phase, shifting focus towards scale, monetization, and competitive advantage, with 2026 expected to distinguish long-term winners from those failing to integrate AI-native business models [1] - AI has transitioned from an experimental add-on to a core growth driver and customer retention pillar for many companies by 2025, with major players embedding AI deeper into their products and workflows [2] AI Infrastructure Growth - Global AI spending is projected to exceed $2 trillion in 2026, up from an estimated $1.5 trillion in 2025, with a significant portion allocated to AI infrastructure, driving demand for semiconductor chips [4] - The global AI infrastructure market is expected to reach $758 billion by 2029, fueled by strong demand for compute and storage hardware, with continued investment momentum anticipated in 2026 [5] Key Beneficiaries - NVIDIA, Marvell Technology, and Micron Technology are identified as direct beneficiaries of the AI arms race, with their technologies being crucial for the expansion of AI inference workloads [3] Company Highlights: NVIDIA - NVIDIA is at the forefront of the AI revolution, benefiting from demand for its Hopper 200 and Blackwell GPUs, which are essential for training and inference of large language models [6] - The company’s full-stack approach, integrating hardware, software, and developer tools, creates a powerful ecosystem that is difficult for competitors to displace [7] - In Q3 fiscal 2026, NVIDIA's revenues surged 62% year-over-year, with non-GAAP earnings per share rising 60%, and the earnings estimate for fiscal 2026 is $4.65 per share, reflecting a 55.5% year-over-year increase [8] Company Highlights: Marvell Technology - Marvell Technology develops custom XPU silicon and has strategic collaborations with Amazon Web Services and NVIDIA, enhancing its role in AI computation and networking [9][10] - In Q3 fiscal 2026, Marvell's data center revenues reached $1.52 billion, a 37.8% increase year-over-year, with an earnings estimate of $2.84 per share for fiscal 2026, indicating an 80.9% year-over-year increase [11] Company Highlights: Micron Technology - Micron Technology is capitalizing on the AI-driven memory and storage markets with its HBM3E solutions, which are gaining traction among hyperscalers and enterprise customers [12] - The company reported strong customer interest in its HBM3E portfolio, which is expected to drive significant revenue growth, with an earnings estimate of $31.36 per share for fiscal 2026, reflecting a 278.3% year-over-year increase [14]

Investors with a lot of money to spend have taken a bearish stance on NVIDIA (NASDAQ:NVDA).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with NVDA, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotted 3 ...

Core Insights - Jim Cramer warns that the "year of magical investing" is ending, indicating a potential pullback in stocks tied to AI and tech hype after significant gains in 2025 [1][2] Group 1: Investment Strategy - Cramer suggests that only two of the "Magnificent Seven" have outperformed the S&P 500 in 2025, signaling that easy gains from AI hype are diminishing [2] - He advises investors to focus on quality stocks and maintain patience, distinguishing between momentum and value [2][3] - Cramer emphasizes a shift from speculative AI stocks to established blue-chip companies that are effectively utilizing AI to enhance their operations [3][5] Group 2: Stock Recommendations - Cramer recommends trimming holdings in speculative stocks related to quantum computing, autonomous vehicles, and AI data centers, which have risen on hype rather than fundamentals [4][8] - Companies like Johnson & Johnson and Procter & Gamble are highlighted as examples of legacy firms successfully integrating AI into their business models [5][6] - Cramer encourages a long-term investment approach, advocating for a buy-and-hold strategy rather than short-term trading [7][10] Group 3: Portfolio Management - Cramer suggests a balanced portfolio that includes both index funds and a select few individual stocks, along with a non-stock asset for protection [9] - He emphasizes the importance of owning stocks rather than trading them frequently, aligning with Warren Buffett's investment philosophy [10][12] - Cramer believes that having one high-risk "moon shot" stock can significantly impact an investor's financial future [12]

3、教育部：计划明年出台人工智能赋能教育相关政策文件，系统部署推进人工智能教育和应用。 明日主题前瞻 1、模拟芯片 | 据中证报，近日北京大学科研团队成功研制出基于阻变存储器的高精度、可扩展模拟矩阵计算芯片，在全球范围内首次将模拟计算的精度提 升至24位定点精度，让未来同等任务下使用更少的计算卡成为可能。这是一种完全不同于目前所有商用量产芯片的新型芯片，计算精度从1%跃升至千万分 之一，计算吞吐量与能效比当前顶级数字处理器（GPU）提升百倍至千倍，为人工智能、6G通信等领域开辟了全新算力路径。 点评：报道指出，模拟计算芯片具有高精度、低功耗、实时性强等特点。这项突破标志着我国在后摩尔时代计算范式变革中取得重大进展，为应对人工智能 与6G通信等领域的算力挑战开辟了全新路径。未来，随着技术的进一步成熟和产业化进程的推进，模拟计算芯片有望进一步提高计算精度，拓展应用范 围，实现更大规模的矩阵计算，满足更复杂任务需求，完善软件与硬件生态，促进技术的广泛应用，推动上下游产业链协同发展，加速国产化进程。这项技 术不仅代表了计算架构的一次重大突破，为构建自主可控的高效计算生态奠定了重要基础。 2、AI教育 | 据中新网，教 ...

*免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 公司方面，据中证报表示，又圣邦股份、士兰微等。 据每经网报道，近日北京大学科研团队成功研制出基于阻变存储器的高精度、可扩展模拟矩阵计算芯 片，在全球范围内首次将模拟计算的精度提升至24位定点精度，让未来同等任务下使用更少的计算卡成 为可能。这是一种完全不同于目前所有商用量产芯片的新型芯片，计算精度从1%跃升至千万分之一， 计算吞吐量与能效比当前顶级数字处理器（GPU）提升百倍至千倍，为人工智能、6G通信等领域开辟 了全新算力路径。更重要的是，它可在28纳米及以上成熟工艺量产，绕开光刻机"卡脖子"环节。 中证报表示，模拟计算芯片具有高精度、低功耗、实时性强等特点。这项突破标志着我国在后摩尔时代 计算范式变革中取得重大进展，为应对人工智能与6G通信等领域的算力挑战开辟了全新路径。未来， 随着技术的进一步成熟和产业化进程的推进，模拟计算芯片有望进一步提高计算精度，拓展应用范围， 实现更大规模的矩阵计算，满足更复杂任务需求，完善软件与硬件生态，促进技术的广泛应用，推动上 下游产业链协同发展，加速国产替代进程。这项技术不仅代表了计算架构的 ...

US stocks wavered after the opening bell on Tuesday, as Wall Street looked to regroup after a tech-led slide to begin the final stretch of 2025. The tech-heavy Nasdaq Composite (^IXIC) and S&P 500 (^GSPC) slipped by about 0.1%, while the blue chip-heavy Dow Jones Industrial Average (^DJI) shed about 0.2%. The major Wall Street indexes fell modestly Monday, as Nvidia (NVDA) and Tesla (TSLA) led megacaps lower amid a small rotation out of tech stocks. Traders are reassessing — and perhaps taking profits b ...

报告导读： 昇腾多模态推理加速套件正式开源，联合中科弘云发布 AI 推理加速联合解决 方案，加速昇腾芯片渗透率增长，昇腾链预计受益。 本订阅号所载内容仅面向国泰海通证券研究服务签约客户。因本资料暂时无法设置访问限制，根据《证 券期货投资者适当性管理办法》的要求，若您并非国泰海通证券研究服务签约客户，为保证服务质量、 控制投资风险，还请取消关注，请勿订阅、接收或使用本订阅号中的任何信息。我们对由此给您造成的 不便表示诚挚歉意，非常感谢您的理解与配合！如有任何疑问，敬请按照文末联系方式与我们联系。 法律声明 风险提示。 国产算力芯片需求增长不及预期；先进制程产能扩产不及预期。 报告来源 以上内容节选自国泰海通证券已发布的证券研究报告。 报告名称： 昇腾推理加速套件正式开源，昇腾芯片渗透加速；报告日期：2025.12.29 报告作者： 舒迪（分析师），登记编号：S0880521070002 段笑南（研究助理），登记编号：S0880124070028 重要提醒 投资建议。 根据 CNMO 科技， 2025 年 12 月 19 日华 为 昇 腾 多模态推理加速套件 MindIE SD 项目已正式开源，可有效提升推理效率 ...

We recently published 10 Stocks Quietly Climbing Toward 2026. Micron Technology Inc. (NASDAQ:MU) is one of the best performers on Monday. Micron Technology bounced back on Monday to hit a new all-time high, as investors resorted to last-minute buying to qualify for the next dividend payout. At intra-day trading, the stock surged to its highest price of $294.50 before trimming a few cents to end the day just up by 3.41 percent at $294.37 apiece. As part of its quarterly dividend payment, Micron Technolo ...